Paige
Daniel
Highland Associates Inc
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About this Advisor
Paige Daniel is a financial advisor based in Birmingham, Alabama, working with Highland Associates Inc. Paige has previously held positions at Highland Associates, Inc and Alps Distributors, Inc. Paige has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama. Currently, Paige is part of Highland Associates Inc, which operates out of Birmingham, Alabama. The firm has 2 offices and 19 employees. The firm manages assets totaling $23.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Highland Associates Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Highland Associates Inc Brokerage Details
$23,574,716,836
19
61
$386,470,768
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Paige Daniel Work History
Alps Distributors, Inc
Highland Associates, Inc
Disclosures
Please visit the SEC profile of Paige Daniel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Highland Associates Inc
Birmingham, AL
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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